Purchases and Sales Made in Q2 2023 in First Tr Fd Ii Nasdaq Cybersec (CIBR)
This table provides information about the institutional ownership of First Tr Fd Ii Nasdaq Cybersec (CIBR) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR FD II NASDAQ CYBERSEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.7KNew |
$219K - $262K
|
5.7K
$360K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.59K+ 13.49% |
$215K - $257K
|
47K
$2.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
5.57K+ 9.69% |
$214K - $256K
|
63K
$3.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.5KNew |
$211K - $253K
|
5.5K
$348K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.46KNew |
$210K - $251K
|
5.46K
$345K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.45KNew |
$209K - $251K
|
5.45K
$344K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.43K+ 1.36% |
$209K - $250K
|
405K
$25.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.14KNew |
$198K - $236K
|
5.14K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.02K+ 60.74% |
$193K - $231K
|
13.3K
$839K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
5.01KNew |
$193K - $230K
|
5.01K
$317K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
4.94K+ 11.86% |
$190K - $227K
|
46.6K
$2.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.92KNew |
$189K - $226K
|
4.92K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.69KNew |
$180K - $215K
|
4.69K
$296K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.64KNew |
$178K - $213K
|
4.64K
$293K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.6KNew |
$177K - $212K
|
4.6K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.54KNew |
$174K - $209K
|
4.54K
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.49KNew |
$173K - $207K
|
4.49K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
4.44KNew |
$171K - $204K
|
4.44K
$280K
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.17K+ 19.02% |
$160K - $192K
|
26.1K
$1.65M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.03K+ 68.03% |
$155K - $185K
|
9.96K
$630K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.84K+ 2.69% |
$147K - $176K
|
147K
$9.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3.31K+ 10.0% |
$127K - $152K
|
36.4K
$2.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.29K+ 4.32% |
$127K - $151K
|
79.5K
$5.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.27K+ 4.01% |
$126K - $150K
|
84.8K
$5.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.24K+ 294.45% |
$125K - $149K
|
4.34K
$274K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.17K+ 17.68% |
$122K - $146K
|
21.1K
$1.33M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.13K+ 4.84% |
$120K - $144K
|
67.8K
$4.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.07K+ 207.43% |
$118K - $141K
|
4.55K
$288K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.83KNew |
$109K - $130K
|
2.83K
$179K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.82K+ 6.07% |
$108K - $130K
|
49.3K
$3.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.48K+ 35.64% |
$95.4K - $114K
|
9.45K
$597K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.2K+ 19.66% |
$84.4K - $101K
|
13.4K
$845K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.14K+ 10.37% |
$82.2K - $98.4K
|
22.8K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.09K+ 5.44% |
$80.4K - $96.2K
|
40.5K
$2.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.98K+ 2.97% |
$76.3K - $91.2K
|
68.9K
$4.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.98K+ 107.44% |
$76K - $91K
|
3.82K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.91K+ 13.33% |
$73.3K - $87.7K
|
16.2K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.9K+ 5.18% |
$72.8K - $87.2K
|
38.5K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.77K+ 3.87% |
$68K - $81.4K
|
47.5K
$3M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
1.75K+ 2.86% |
$67.4K - $80.7K
|
63K
$3.98M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.7K+ 20.57% |
$65.3K - $78.2K
|
9.97K
$630K
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.65K+ 1.81% |
$63.3K - $75.8K
|
92.9K
$5.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.64K+ 5.85% |
$62.8K - $75.2K
|
29.6K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.62K+ 2.05% |
$62.1K - $74.3K
|
80.5K
$5.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.57K+ 19.16% |
$60.3K - $72.2K
|
9.76K
$617K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.53K+ 25.76% |
$58.8K - $70.4K
|
7.47K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.44K+ 43.6% |
$55.2K - $66K
|
4.73K
$299K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.26K+ 11.21% |
$48.5K - $58.1K
|
12.5K
$792K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.2K+ 6.67% |
$45.9K - $55K
|
19.1K
$1.21M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.13KNew |
$43.3K - $51.8K
|
1.13K
$71.2K
|